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Best financial advisors in Danville, CA

Registered advisers within 25 miles of Danville, CA.

Offices
968
Firms
448
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,506,961 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
THE FOUNDATION INVESTMENT GROUP
AMERITAS ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
JACKSON PEAK CAPITAL LLC
LEWIS ASSET MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
ARGENT WEALTH ADVISORS, LLC

Investors

TIMOTHY JAMES RICH
KEITH MERWIN OSLIE
NONA PARMELEE BELOUS
RENA TERESE MAY
STANLEY KEITH HALL
FRANK JOSEPH EVANGELIST
DANIEL ALAN GARFIN
JOHN ANDREW HOHMAN
RAYMOND KEITH ADAIR
ANDREW J THIERMANN
Woojin Shin
STEVEN RICHARD SEROTTE
Nityesh Arumugam
IRVIN HAN HU
Albert Jiray Sung
Andrew Earl Howard
Nathan Powell
ANKUR Reddy VANTERU
ADAM DANIEL GALLEGOS
GREGORY FRANK PARTALIS
LES ANTHONY GARAVENTA
RAJ ALAGAPPAN NATARAJAN
ROLANDO AGUIRRE SAPANTAY
Wenjun Luo
Micheal Preston Taylor
JOSEPH EARL LONG
Cody Edward Fawbush
Ernest Collins
Raul Antonio Aguilar
Jacquelyn Christine Wright
RUDY MARTINEZ
GREGORY J EISSNER
Patrick Robert O'Brien
Andrew Clifford Squire Parrott
DAVID WISSINGER
DAVID WILLIAM LEWIS
JOSEPH FREDERICK MCDONOUGH
JAMES WILLIAM AGRUSA
DANTE ROBERT CIONI
Michael Allen Fredrick
Salomon Cazares
Alejandro Saavedra
Sylvana Youssef
HISASHI SANO
KUANG SIV TE

Within 25 miles of Danville, CA, Best Investors lists 448 registered investment advisory firms with 968 offices nearby, managing about $20.0T in combined regulatory AUM across 3,506,961 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Danville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM